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Nov 15, 2012
11/12
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you know what we're facing in the u.s. how concerned are you about the possibility of a fiscal cliff and what would happen to the auto industry if we approached that and went over that fiscal cliff? >> the second part of your question is almost -- there are a variety of possible outcomes. i have the utmost faith in the leadership here, however, it goes beyond the question of cars. the world is truly dependent. the americans don't understand how the world looks at the stability of the market and that the u.s. will have a plan and see how other countries are doing. [ inaudible ] >> we've been asking the ceos if they will rise above ten because that's what people want. they want everybody to rise above what's going on in washington. have you expressed that to either president obama or any of the political leaders here in this country, they need to rise above their partisan bickering and fighting and come to an agreement? >> i haven't, but i think that what you saw here today is an example -- an actual example of how the colle
you know what we're facing in the u.s. how concerned are you about the possibility of a fiscal cliff and what would happen to the auto industry if we approached that and went over that fiscal cliff? >> the second part of your question is almost -- there are a variety of possible outcomes. i have the utmost faith in the leadership here, however, it goes beyond the question of cars. the world is truly dependent. the americans don't understand how the world looks at the stability of the...
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Nov 8, 2012
11/12
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>> this is tightly organized theaters just like conventions are here in the u.s. no party hats or streamers or bloorngs but it's really a similar show for the media. the real negotiations happen behind closed doors and most of them as much as a month or more than a month ago. in china, the thing to know is that decisions like these are made by consensus among a group of people that number in the hundreds and not in the single digit which is means it's an average of a bunch of opinions which means it's quite stable relative to a personality-driven election like in the u.s. there are three factions in play in china right now. the the hu and wen factions worked through the provinces to become leaders and they're the reformers. the second group is the jiang zemin group and jiang was the president before hu who left in 2002. he was widely viewed that on his death bed he's made a resurgence and this convention is basically the jiang zemin crowd known as the shanghai gang in china taking over the china. the children of the original revolutionary leaders and xi is one of
>> this is tightly organized theaters just like conventions are here in the u.s. no party hats or streamers or bloorngs but it's really a similar show for the media. the real negotiations happen behind closed doors and most of them as much as a month or more than a month ago. in china, the thing to know is that decisions like these are made by consensus among a group of people that number in the hundreds and not in the single digit which is means it's an average of a bunch of opinions...
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Nov 12, 2012
11/12
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euro bouncing off two month lows versus the u.s. dollar today after greek leaders approve a budget for 2013. does it mark a turnaround for the euro? todd gordon of aspen trading group with more. we're asking about a turnaround for the euro. it was sitting at 1.30 or so for such a long time. it's dropped a couple pennies. now talking about a turnashd. >> last week i came on the 5:00 p.m. show and said to buy 1.27. i think you take profits on that. take those 10 or 15 pips and buy lunch today for a veteran. i think we got to go the other side now. go short euro through the 1.27 level. greece has overcome two olympic sized hurdles. $13 trillion in austerity measures and 2013 budget. now we have the eu reluctant to hand out the next aid tranche for $31 billion. there's reluctance through this week. we have a big event coming up in greece friday. there's due about $5 billion in short-term treasury by bills. they're going to need to up the urgency to meet this. i think the propensity in this quiet market is to go short euro. >> what will
euro bouncing off two month lows versus the u.s. dollar today after greek leaders approve a budget for 2013. does it mark a turnaround for the euro? todd gordon of aspen trading group with more. we're asking about a turnaround for the euro. it was sitting at 1.30 or so for such a long time. it's dropped a couple pennies. now talking about a turnashd. >> last week i came on the 5:00 p.m. show and said to buy 1.27. i think you take profits on that. take those 10 or 15 pips and buy lunch...
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Nov 16, 2012
11/12
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u.s. dollar is on track for its best week against the yen since late june. it comes after the leader of japan's liberal democratic party called for aggressive easing steps. will the yen continue its plunge and how should you trade it? let's bring in boris from bk asset management. it has been all about the yen this week. give me your trade. >> it's been the breakout king of the week. but i think like the past it is going to break the hearts of longs again for two reasons. one, i think the whole fiscal cliff story is pretty much a story of going down austerity politics. that's been a disaster policy path for everywhere else it's been tried so i do think it is going to weigh on aggregate demand. if that's the case the fed is going to overweight qe, which means it will offset anything the japanese do. to me the dollar/yen is going to be a sell in a near term. i want to be a seller here at 80.50. if it breaks 80.50 with a stop at 81.50. if it runs away, then i'm not hurt. but if it turns around it is going to come back and take out all those stops for those who
u.s. dollar is on track for its best week against the yen since late june. it comes after the leader of japan's liberal democratic party called for aggressive easing steps. will the yen continue its plunge and how should you trade it? let's bring in boris from bk asset management. it has been all about the yen this week. give me your trade. >> it's been the breakout king of the week. but i think like the past it is going to break the hearts of longs again for two reasons. one, i think the...
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Nov 5, 2012
11/12
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if you walk in on wednesday morning and the u.s. election is not figured out yet, we don't have a winner, then i guarantee you, s&p's going to be down about 3%, maybe 4%. euro is going to be testing 1.2675. >> can t could get ugly. >>> let's see the biggest "pops & drops" in midday trading. o pop in tesla, higher by 7%. >> revenue beat. this is a great company. i don't know if it is a great stock just yet because it is not out of the woods. they still have to do a lot fundamentally to make me comfortable but it is a really good sign, a really good report and great forward guidance. >> drop in time warner of 7%. >> this market didn't like the earnings. i've always liked this company but lately it's been kind of expensive. i'd wait for it to drop down a little more, then i'd get involved. >> there are of course far better cable companies to buy. >> transocean. >> thedeep water is where you want to be in energy. >> tesoro. >> geographically perfectly positioned out west -- love it. >> a pop for starting young. a chinese eighth-grader r
if you walk in on wednesday morning and the u.s. election is not figured out yet, we don't have a winner, then i guarantee you, s&p's going to be down about 3%, maybe 4%. euro is going to be testing 1.2675. >> can t could get ugly. >>> let's see the biggest "pops & drops" in midday trading. o pop in tesla, higher by 7%. >> revenue beat. this is a great company. i don't know if it is a great stock just yet because it is not out of the woods. they still have...
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Nov 30, 2012
11/12
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it will last. >> the u.s. is a built out franchise area. okay? you have franchise -- >> a built out franchise area but taco bell as we know also got themselves into a different menu category to go up against the chipotles of the world. for that reason alone i think they're stealing business back you didn't expect before on higher dollar value than you would normally get. >> it comes and goes, pete. a mature business in the u.s. they'll get a bump up here and there but you can't stay. you can't go into stock for an investment case and then the investment case goes to hell in a hand basket. this one did. >> and by that dip in the quarter is why i think there is an opportunity. >> when you're only looking for 200, that is a big delta. stay away until -- >> valuations were too high. now i think they're giving an opportunity to get in. >> joe, what do you do with this? who made the more compelling argument on yum? >> i think i made the more compelling argument and it's this. it has to do with the macro call on the
it will last. >> the u.s. is a built out franchise area. okay? you have franchise -- >> a built out franchise area but taco bell as we know also got themselves into a different menu category to go up against the chipotles of the world. for that reason alone i think they're stealing business back you didn't expect before on higher dollar value than you would normally get. >> it comes and goes, pete. a mature business in the u.s. they'll get a bump up here and there but you...
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Nov 7, 2012
11/12
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the u.s. credit rating after the outcome of budget negotiations. that's presumed that we'll actually have some. tom, what do you think when you hear that headline? >> well, i think to last year and this whole debacle that happened last year and one thing that is happening last year that is not happening this year is corporate bonds were selling off. we really knew stocks were going to take a wallop because of high yield spreads, high spreads were widening. today if you looked at the corporate bond market, they are not expressing concerns about the fiscal cliff. to me, i'm wondering if those markets are about to take a hit soon or if the fiscal cliff is not really the reason that stocks are selling off today. >> for the folks listening on the radio, another headline is, even if we go over the fiscal cliff, moodys is saying that doesn't necessarily immediately lead to a downgrade. that means that they are waiting to hear what is the long term whom did i interrupt? >> i have a question for tom. y
the u.s. credit rating after the outcome of budget negotiations. that's presumed that we'll actually have some. tom, what do you think when you hear that headline? >> well, i think to last year and this whole debacle that happened last year and one thing that is happening last year that is not happening this year is corporate bonds were selling off. we really knew stocks were going to take a wallop because of high yield spreads, high spreads were widening. today if you looked at the...
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Nov 26, 2012
11/12
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the top five google shopping queries in the u.s. include laptop, nexus 7, amazon, ebay and walmart come in at number nine and ten. two searches spiked over the last 24 hours. "assassins creed 3." and it's o only going to go up from here. scott? >> thanks so much. what do you make of the fact we can throw up a number of different retailers today and you're going to see retailers are getting killed. >> all of those online shopping figures are as a result of people shopping for discounts online. they're not benefitting the stores, cyber monday's actually not a real thing because they had the discounts up online on thursday night and friday morning. the whole sector that's the s&p retail, that's locked in the down trend since the first week of september. and quite frankly, it's just not a positive thing. i don't know why anyone would want to speculate in this group as a whole. you've got to be really specific if you want to play retail. >> you were specific last week on tjx. >> i was, and got out of half the position today. the stock sh
the top five google shopping queries in the u.s. include laptop, nexus 7, amazon, ebay and walmart come in at number nine and ten. two searches spiked over the last 24 hours. "assassins creed 3." and it's o only going to go up from here. scott? >> thanks so much. what do you make of the fact we can throw up a number of different retailers today and you're going to see retailers are getting killed. >> all of those online shopping figures are as a result of people shopping...
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Nov 19, 2012
11/12
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obviously in the u.s., fomc has to do something to replace operation twist. you look over to japan, you are finally getting chatter that they are going to get real aggressive, stimulus efforts, end could weaken. is it now looking like it is a globally coordinated effort here and just a race to take that currency as cheap as you possibly can get it? >> that's what you are seeing. really a keynesian warfare here across the world. big government is highly inn debt. all of the -- six of the major top ten economies. colossal debt, colossal leverage and they are trying to lever that up at this point. but the mark let fight them. i think it is about trading in -- inflection points. yen has been very, very weak. and as you said, and that's a sign that japan is moving that way. spain -- disturbing in europe in terms of their fiscal cliff, spanish ten years have been massively underperforming italian ten years. that's -- that's really a warning sign for another spain problem in the next couple of weeks. >> in your note today you say short the home builders and sell int
obviously in the u.s., fomc has to do something to replace operation twist. you look over to japan, you are finally getting chatter that they are going to get real aggressive, stimulus efforts, end could weaken. is it now looking like it is a globally coordinated effort here and just a race to take that currency as cheap as you possibly can get it? >> that's what you are seeing. really a keynesian warfare here across the world. big government is highly inn debt. all of the -- six of the...
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Nov 14, 2012
11/12
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. >> you can't lose sight of the fact that abercrombie's u.s. sales were flat. it picked up international. that means the trend is not alive and kicking. i'd be careful. >> i think weiss is down with opp. you hear that music? >>> coming up, is apple the new coke? find out if the hypergrowth story of america's most valuable company is coming to an abrupt end. >>> facebook shares, even as hundreds -- facebook shares soar even as millions of shares flood the market. is this the ultimate buy signal? keep it here for full coverage of president obama's first news conference since being reelected. that starts at 1 p.m. eastern time. in the meantime, we'll go to break with naughty by nature. >>> fast money isn't about a bull market. >> in the blink of an eye, everything changes. >> you have to be able to surround the trade. >> we're doing what we do for a living and we're all together as a team but we all come at it but from a different perspective. >> it's all about moving the odds into your favor. >> it's what drives up the value of the show. >> i am john najarian. i
. >> you can't lose sight of the fact that abercrombie's u.s. sales were flat. it picked up international. that means the trend is not alive and kicking. i'd be careful. >> i think weiss is down with opp. you hear that music? >>> coming up, is apple the new coke? find out if the hypergrowth story of america's most valuable company is coming to an abrupt end. >>> facebook shares, even as hundreds -- facebook shares soar even as millions of shares flood the market....
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Nov 27, 2012
11/12
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at u.s. trust, our expertise extends well beyond investment advice and research analysis. it includes proprietary offerings like our eldercare program, which helps provide for those who came before you. and our financial empowerment program, which helps prepare those who come next. resources like these have made us the number-one trust company. that's why generations of families have come to us to help build their own legacies. >>> we have a flood of special dividends in our top three trades. companies hurting to pay investors before a possible tax rate rise, and las vegas sands is one of them. here's it is stock up nearly 6% today. weiss, what's the deal here? >> sheldon adelson is a large shareholder. he said i'll take cash of this. you'll see more of this. keep in mind the casinos are generally cash-rich companies. you'll see more in this space in particular. >> dillard's is doing it as well up 2% today, the stock. >> any of these stocks where you have insiders that hold big positions and just as steven said the potential for the taxes not being fixed by year-end, i bel
at u.s. trust, our expertise extends well beyond investment advice and research analysis. it includes proprietary offerings like our eldercare program, which helps provide for those who came before you. and our financial empowerment program, which helps prepare those who come next. resources like these have made us the number-one trust company. that's why generations of families have come to us to help build their own legacies. >>> we have a flood of special dividends in our top three...
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Nov 13, 2012
11/12
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strength in all u.s. regions. they say pro contractor business is up, but this does not include superstorm sandy impact, which hit on the first day of its fourth quarter. by comparison, hurricane irene last year boost sales by $360 million over two quarters, and makes for very tough comps in the northeast. so we'll see what to expect ahead as people start to rebuild. >> indeed. bertha, thanks so much. josh brown, this is about housing and the housing recovery. >> yeah, this has been the most obviously way to play. not just housing and home building, but actually all the foreclosures that have now become rental units. the first thing people do when they take one of these from the banks is spend $50,000, $60,000 to fix them up. so home depot is really strong, but i will tell you, i think lowe's is a more compelling opportunity. the stock broke out in the last week of october. it is in the process of retesting that breakout around 32. this name has done nothing versus home depot's huge last 18 months. and i think it'
strength in all u.s. regions. they say pro contractor business is up, but this does not include superstorm sandy impact, which hit on the first day of its fourth quarter. by comparison, hurricane irene last year boost sales by $360 million over two quarters, and makes for very tough comps in the northeast. so we'll see what to expect ahead as people start to rebuild. >> indeed. bertha, thanks so much. josh brown, this is about housing and the housing recovery. >> yeah, this has been...
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Nov 2, 2012
11/12
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the system is coming out of the pacific, dropping down through the center of the u.s. it is going to take a path right up along the east coast. we have a number of computer models that are going to come to consensus on how this will impact the region. it's certainly not going to be anything like sandy but it is going to add insult to injury as far as a recovery effort next week. stronger winds, some rainfall for the coast. it is going to be a rough midweek and as we get into latter part of the week on the back side of this weather system, more cold air just making for chilly conditions across that region. once again hampe the recovery effort. we'll send it back to you. >> i appreciate the update. thanks so much from our folks and friends at the weather channel. >>> let's do "pops & drops" now. biggest movers in midday trading on this friday. >> i'll drink to that, a lot of bourbon going down. beam beat top and bottom line. stock trading up strong. i like this stock. and their product. >> i bet you do. as does murphy but he's going to talk about floor. it's dropping tod
the system is coming out of the pacific, dropping down through the center of the u.s. it is going to take a path right up along the east coast. we have a number of computer models that are going to come to consensus on how this will impact the region. it's certainly not going to be anything like sandy but it is going to add insult to injury as far as a recovery effort next week. stronger winds, some rainfall for the coast. it is going to be a rough midweek and as we get into latter part of the...